Managing Partner, Portfolio Manager, Research Analyst

Joe is a Managing Partner and Co-Portfolio Manager for the firm’s Micro Cap strategy. He also serves as an analyst for the firm’s Small and SMid Cap equity strategies.  He is a member of the firm’s Board of Managers, which oversees the management and strategic direction of Conestoga. Joe has stepped down as Co Portfolio Manager of the firm’s Small Cap strategy as he prepares for his planned retirement in 2026.  He joined Conestoga in 2008 from McHugh Associates, where he was Senior Vice President/Portfolio Manager and a member of the firm’s Investment Committee. Prior to joining McHugh in 2001, Joe was a Vice President and Portfolio Manager at Pitcairn Trust Company. He is a graduate of the Pennsylvania State University, where he earned a Bachelor of Science degree, and he earned his MBA from Temple University. He is a CFA Charterholder and a member of the CFA Society of Philadelphia.

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